tim@emorningcoffee.com
The US election aftermath: the morning after
This article is short and covers the blowout results and reasons, what Trump 2.0 means for investors, and Mr Trump's promises.
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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
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tim@emorningcoffee.com
Nov 34 min read
The US election: things you should know
Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on
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tim@emorningcoffee.com
Sep 2510 min read
Three key election issues: immigration, inflation and abortion
There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.
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tim@emorningcoffee.com
Jun 256 min read
US deficits / debt soar; should you care?
US deficits are soaring, along with US debt to finance the "exceptional growth" of the US. Can this continue?
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tim@emorningcoffee.com
Jun 127 min read
Midweek update: Apple, CPI/FOMC, GME
We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
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tim@emorningcoffee.com
Oct 9, 20237 min read
Deficits spiral, Congress disappoints
The decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done
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tim@emorningcoffee.com
Sep 20, 20235 min read
Guns or butter?
"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.
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tim@emorningcoffee.com
Sep 7, 20237 min read
Jobs reports: are US jobs trending in the right direction?
This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?
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tim@emorningcoffee.com
Aug 30, 20239 min read
Social Security: crash and burn?
The US Social Security trust fund is expected to be depleted by 2033/4. Why, and what does this mean for me? How does Soc Security work?
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